FWM
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Fingerlakes Wealth Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Fingerlakes Wealth Management’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$815K Buy
2,378
+104
+5% +$31K 0.44% 50
2026
Q1 		$546K Buy
2,274
+240
+12% +$60.3K 0.36% 58
2025
Q4 		$509K Sell
2,034
-21
-1% -$5.27K 0.32% 60
2025
Q3 		$527K Sell
2,055
-12
-0.6% -$2.94K 0.34% 58
2025
Q2 		$497K Sell
2,067
-3
-0.1% -$654 0.37% 56
2025
Q1 		$418K Sell
2,070
-37
-2% -$7.91K 0.36% 61
2024
Q4 		$436K Sell
2,107
-46
-2% -$9.64K 0.35% 64
2024
Q3 		$437K Sell
2,153
-51
-2% -$9.88K 0.36% 62
2024
Q2 		$429K Buy
2,204
+2
+0.1% +$373 0.39% 60
2024
Q1 		$413K Sell
2,202
-3
-0.1% -$524 0.4% 61
2023
Q4 		$346K Buy
2,205
+9
+0.4% +$1.32K 0.37% 63
2023
Q3 		$307K Sell
2,196
-12
-0.5% -$1.73K 0.37% 65
2023
Q2 		$319K Sell
2,208
-68
-3% -$9.56K 0.36% 68
2023
Q1 		$316K Sell
2,276
-284
-11% -$40.1K 0.39% 69
2022
Q4 		$374K Sell
2,560
-28
-1% -$4.06K 0.51% 61
2022
Q3 		$339K Buy
2,588
+7
+0.3% +$982 0.49% 62
2022
Q2 		$352K Sell
2,581
-13
-0.5% -$1.91K 0.48% 65
2022
Q1 		$436K Sell
2,594
-71
-3% -$11.7K 0.51% 60
2021
Q4 		$484K Buy
+2,665
New +$491K 0.55% 51

Other funds holding MTUM

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Fingerlakes Wealth Management's MTUM Position: Q2 2026 in Review

Fingerlakes Wealth Management increased its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 4.6% in Q2 2026, buying an estimated $31K and bringing the position to 2,378 shares worth $815K. The position accounts for 0.44% of the portfolio, ranked #50.

Fingerlakes Wealth Management first reported a position in MTUM in Q4 2021 and has held it in 19 quarters since. 404 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • Fingerlakes Wealth Management held 2,378 shares of iShares MSCI USA Momentum Factor ETF worth $815K as of Q2 2026.
  • Fingerlakes Wealth Management bought 104 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $31K.
  • iShares MSCI USA Momentum Factor ETF made up 0.44% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Fingerlakes Wealth Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and has held it in 19 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.